Nathaniel Phillip Nesbitt, CFP - UBS Financial Services Inc. is a reputable wealth management firm based in Brea, CA. With over 35 years of industry experience, their Senior Vice President, Phil, is a Certified Financial Planner (CFP) and holds various licenses, including Series 4, 7, 8, 53, 63, and 65. They prioritize their clients' best interests, building lasting relationships by understanding their needs and providing integrity, prudence, and accessibility.
Backed by the strength of UBS, a global leader in wealth management with $3.9 trillion in invested assets globally, Nathaniel Phillip Nesbitt, CFP offers comprehensive financial advisory services. Their expertise includes liquidity management, investment strategies, and navigating financial challenges and market opportunities. With a focus on building plans, maintaining balance, and staying disciplined yet agile, they help clients navigate the ever-changing economic and political landscape.
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